| Horizon™ for St. of
Connecticut Fund List (as of 09/01/23) |
||
| Type/Asset Class | Fund Name | Comments/Penalties |
| Bonds | PIMCO Total Return Fund Inst | None |
| Stability of Principal | Connecticut Stable Value Fund | None |
| Asset Allocation | Vanguard Trgt Retire 2035 Fnd Inv | Not included in Horizon |
| Asset Allocation | Vanguard Trgt Retire 2045 Fnd Inv | Not included in Horizon |
| Asset Allocation | Vanguard Trgt Retire Income Fnd Inv | Not included in Horizon |
| Small/Mid/Specialty | TIAA-CREF Sm-Cp Blend Index Fnd Inst | 2% penalty if owned < 60 days. Not included in Horizon™ . |
| Large Cap Value | TIAA-CREF Intl Equity Index Fnd Inst | 2% penalty if owned < 60 days. Not included in Horizon™ . |
| Bonds | Vanguard Total Bnd Mrkt Indx Fd Inst | None |
| Large Cap Value | Hartford Capital Apprec HLS Fnd IA | None |
| Small/Mid/Specialty | JPMorgan Mid Cap Value Fund I | None |
| Small/Mid/Specialty | Vanguard Explorer Fund Adm | None |
| Large Cap Growth | Fidelity Contrafund | None |
| Asset Allocation | Vanguard Trgt Retire 2025 Fnd Inv | Not included in Horizon |
| Bonds | Calvert Social Invmt Fnd Bnd Port I | None |
| Global/International | TIAA-CREF Equity Index Fund Inst | None |
| Large Cap Value | TIAA-CREF Social Choice Eqty Fd Inst | None |
| Real Estate | Vanguard REIT Index Fund Inst | None |
| Large Cap Value | Vanguard Instit Index Fnd Inst Pl | None |
| Bonds | Vanguard Infl-Prt Securities Fd Inst | Ticker changed from VIPIX 3/2021 |
| Real Estate | DFA Real Estate Securities Port Inst | None |
| Global/International | American Funds EuroPacific R6 | None |
| Large Cap Growth | American Funds Growth Fnd R6 | None |
| Large Cap Value | [American Funds] American Mutual Fund R-6 shares | None |
| Mid Cap Blend | Vanguard Mid Cap Index (Signal Shares) | None |